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Invesco High Yield Equity Dividend Achievers ETF

204 hedge funds and large institutions have $1.5B invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
77
Reduced
43
Closed
14
Calls
$749K
Puts
$48K
Net Calls
+$701K
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
126
Clearwater Capital Advisors
Illinois
$280K -$15K -724 -5%
GVAG
127
Great Valley Advisor Group
Delaware
$269K -$6.52K -315 -2%
MFS
128
Madrona Financial Services
Washington
$265K -$17.9K -865 -6%
KA
129
Kozak & Associates
Colorado
$264K +$3.16K +153 +1%
SPWM
130
Straight Path Wealth Management
Michigan
$264K +$3.15K +152 +1%
BMWM
131
Brown Miller Wealth Management
Virginia
$262K -$66.1K -3,196 -20%
Northern Trust
132
Northern Trust
Illinois
$258K +$258K +12,476 New
BMCM
133
Burns Matteson Capital Management
New York
$254K +$38K +1,837 +18%
MA
134
MBA Advisors
Pennsylvania
$249K +$7.14K +345 +3%
CAMG
135
CWA Asset Management Group
Florida
$249K
TC
136
TownSquare Capital
Utah
$248K +$248K +11,980 New
HIM
137
Hanlon Investment Management
New Jersey
$243K +$243K +11,743 New
MG
138
Mather Group
Illinois
$238K -$26K -1,257 -10%
FFN
139
Focus Financial Network
Minnesota
$231K +$231K +11,181 New
GRP
140
Global Retirement Partners
California
$230K +$1.99K +96 +0.9%
DIP
141
Davis Investment Partners
North Carolina
$225K +$225K +10,550 New
TFF
142
The Family Firm
Maryland
$218K +$218K +10,536 New
SWM
143
Spire Wealth Management
Virginia
$208K +$912 +44 +0.4%
OCG
144
Opus Capital Group
Ohio
$205K +$205K +9,920 New
Bessemer Group
145
Bessemer Group
New Jersey
$186K
EE
146
EWG Elevate
California
$175K +$175K +8,453 New
EWA
147
EP Wealth Advisors
California
$145K +$145K +7,026 New
PTC
148
Private Trust Company
Ohio
$138K +$80.8K +3,908 +141%
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K
EW
150
Element Wealth
Mississippi
$111K +$2.79K +135 +3%